KENNETH FRENKE & CO

Overview

Kenneth Frenke & Co. is an independent, privately owned registered investment adviser that has been SEC-registered since 1999. The firm focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. Fee arrangements mix percentage-of-AUM billing with fixed-fee engagements, and the advisory model is almost entirely discretionary: the firm reports that its entire AUM is managed on a discretionary basis. Kenneth Frenke & Co. does not position itself as an ESG specialist and is not characterized as a pension consultant or a capital allocator to third‑party private fund platforms. Investment activity is concentrated in pooled public vehicles, with manager selection and fund choices forming the backbone of client portfolios. The firm appears to favor implementing client strategies through mutual funds and other public fund vehicles rather than primarily through direct single-stock allocations or broad institutional mandates. Given its client base and account profile, the firm’s approach emphasizes diversified, income- and risk-managed solutions appropriate for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices